Monday Business Report

Monday Business Report
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On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:

— Market performance as investors worry slow response Federal Reserve response to inflation fuels recession concerns
— Delays on Boeing key 787, 777x and 737 Max programs
— Look at results including Lockheed Marin, QinetiQ and Saab
— Low first quarter 2022 Embraer deliveries including six commercial and eight business aircraft
— Air travel outlook as West emerges from pandemic, but China lockdowns slow return
— Rise in first- and business-class ticketing as travelers emerge from lengthy pandemic
— How changing Russian strategy in Ukraine impacts future fight and role of Western military aid to Kyiv
— Slow rate of German defense spending and help to Ukraine as American, Britain, Canada, France and other nations increase assistance including heavy weapons
— Implications of US Air Force move to accelerate development and production of Phoenix Ghost loitering munition by Aevex Aerospace for Ukraine
— Challenge of ending global dependence on Russian titanium
— French President Emmanuel Macron’s victory over Marine Le Pen

Monday Business Report
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On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the lessons from Russia’s intimidation of Ukraine and what war might look like and mean for investment in weapon systems, US defense spending outlook, GD-GM Defense partnership for the US Army’s Optionally Manned Combat Vehicle program, and the week ahead; and Doug Jankovich, the vice president for growth and strategy at the new intelligence, surveillance and reconnaissance business group at Huntington Ingalls Industries, discusses how the company is expanding its reach into the ISR market with Defense & Aerospace Report Editor Vago Muradian.

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